I have been musing today and believe we are a long

I have been musing today and believe we are a long way away from “not many bites of the apple left.”

I think Dr. J et al are playing a game of platform molecule. With limited capital, let’s go long on cancer and choose an indication BP really doesn’t have an answer for (MSS sub population of CRC). For good measure, let’s pick a cancer we already have a clinical trial signal in and where the basic CCR5 research gives us a nod, add in the stark reality that it is the third most common cancer cause of death in the U.S. Add in a gloiblastoma study to spice the cancer play up. We already have a strong signal in TNBC, just missing breakthrough therapy status.

What about immune modulation and inflammation…yeah, let’s do that too. Reasonable numbers, N of 90, short duration to read out, primary endpoint on a well recognized clinical marker for inflammation—CRP, for which we already have clinical trial impact results elsewhere. Inflammation is the nexus of a whole host of human conditions that go well beyond HIV.

Neurodegenerative diseases blowing a huge hole in families lives…yeah, let’s kick the tires on Alzheimer’s disease also, investigator initiated trial on their dime, also short duration. No BP has touched AD meaningfully. BP thought aduhelm would be a star but clinicians are not ordering it and for good reasons.

Dr Jay is painting a masterpiece: platform molecule. I can see the outline sketched in; when the color gets added it may skyrocket in value, much like fine art. A year from now we can look back with hindsight and marvel at the vision.